List
Flat-fee, fee-only financial advisors
Flat-fee planning decouples advisor pay from client asset levels. This list is limited to advisors whose record explicitly uses the flat-fee model.
Fee-only onlyFlat fee
By the numbers
The Wellspent public graph lists 987 fee-only financial advisors on this list at 704 firms, most in San Diego, New York and San Francisco. 66% hold the CFP certification. Of the 987 with fees on file, 100% charge flat fee or retainer.
- Advisors listed
- 987
- Firms
- 704
- Cities
- 473
- Hold the CFP
- 66%
- Other credentials: CFA 10% · CPA 4% · EA 5%
- How they charge (of 987 with fees on file): flat fee or retainer 100% · ongoing planning fee 54% · percentage of assets 48% · one-time planning fee 45%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
987 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Mark Zaifman | Spiritus Financial Planning | Windsor | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Eilert | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Hargreaves | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Michael Kostelnik | Family Life Financial Planning | Mentor | Not listed | Percentage of assets, Hourly |
| Michael Shea | 8th Street Investments | Alexandria | CFA | Hourly, Flat fee or retainer |
| Quentin Rickey | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Richelle Hofer | Impact Wealth Management | Sioux Falls | Not listed | Flat fee or retainer |
| Robert Teel | Kingdom Capital Management | Carmichael | Not listed | Flat fee or retainer, Percentage of assets |
| Rolfe Spiegel | Three Waters Financial | Ignacio | Not listed | Percentage of assets, Flat fee or retainer |
| Sara Hutman | Able Wealth Management | Toms River | Not listed | Percentage of assets, Flat fee or retainer |
| Seth Hodes | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Simcha Goldberg | Able Wealth Management | Toms River | Not listed | Percentage of assets, Flat fee or retainer |
| Sivaparvati Thagirisa | Map to Your Wealth | Floral Park | Not listed | Percentage of assets, Flat fee or retainer |
| Stephen Sustrick | Honu Wealth | Sunnyvale | Not listed | Flat fee or retainer, Ongoing planning fee |
| Steven Franke | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Steven Palmer | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Steven Thorpe | Pragmatic Portfolios | Durham | Not listed | Flat fee or retainer, Ongoing planning fee |
| Susan Van Tress | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Tanner Carriere | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Thad Ackerman | Silver Maple Financial | Kittery | Not listed | Percentage of assets, Flat fee or retainer |
| Tommy Willams | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Vincent Siewit | Small Victories Wealth | San Jose | Not listed | Flat fee or retainer, Ongoing planning fee |
| Ward Williams | Better Tomorrow Financial | Seattle | Not listed | Flat fee or retainer |
| William Jones | Boulevard Money | Nashville | Not listed | Percentage of assets, Flat fee or retainer |
| William Pittenger | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Adam Mcmillian Financial planning is as important as investments. | Cannon Wealth Management | Winston-salem | Not listed | Percentage of assets, Flat fee or retainer |
| Alison Davis | Quantum Leap Capital | South Burlington | Not listed | Percentage of assets, Flat fee or retainer |
| Ariel Cabrera | Celaya Wealth Management | Miami | Not listed | Percentage of assets, Flat fee or retainer |
| Bart Skidmore | Bart A. Skidmore, CPA | Denver | Not listed | Hourly, Flat fee or retainer |
| Benjamin Lazarus | EPIQ Partners | Minneapolis | CFA | Flat fee or retainer, Ongoing planning fee |
| Benjamin Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Bruce Langer | EPIQ Partners | Minneapolis | CFA | Flat fee or retainer, Ongoing planning fee |
| Bryan Ellis | Second Mountain Financial | Redondo Beach | Not listed | Flat fee or retainer, Ongoing planning fee |
| Charles Helme | BH Asset Management | New York | Not listed | Flat fee or retainer |
| Christopher Madel | Chadds Ford Wealth Partners | Lebanon | CFA | Flat fee or retainer, Hourly |
| Damon Collins | Collins Wealth Management | Sugar Land | Not listed | Flat fee or retainer, One-time planning fee |
| Dana Goldfarb | Goldfarb Wealth Advisors | Charlotte | Not listed | Flat fee or retainer, Ongoing planning fee |
| Daniel Alfi | Fifr | Nashville | Not listed | Flat fee or retainer, Ongoing planning fee |
| Daniel Aronson | EPIQ Partners | Minneapolis | CFA | Flat fee or retainer, Ongoing planning fee |
| David Robbins | Varney Wealth Management | Tampa | Not listed | Flat fee or retainer |
| David SooHoo | Angel Wealth Advisors | Astoria | Not listed | Percentage of assets, Flat fee or retainer |
| Deirdre Keenan | Quantum Leap Capital | South Burlington | Not listed | Percentage of assets, Flat fee or retainer |
| Douglas Birnie | Piedmont Wealth Advisory | Reston | Not listed | Flat fee or retainer |
| Douglas Simmang | Turtle Creek WealthCare | Dallas | Not listed | Flat fee or retainer, Percentage of assets |
| Erik Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Fernando Guardia Virreira | Guardian Brothers | Boulder | Not listed | Flat fee or retainer, Hourly |
| George Clement | GBC Investment Group | Sanford | CFA | Percentage of assets, Flat fee or retainer |
| Gregory Wilson | GL Trust | Whittier | Not listed | Flat fee or retainer |
| Jacqueline Waite | Atwater Wealth Management | Boston | Not listed | Percentage of assets, Flat fee or retainer |
| Jarrett Sharp | TrueInsights CFO | Erie | Not listed | Ongoing planning fee, One-time planning fee |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
More in the methodology.